MATRIX PRIVATE CAPITAL GROUP LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 228 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.29 and the average weighting 0.2%.

Quarter-by-quarter ownership
MATRIX PRIVATE CAPITAL GROUP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$145,000
+9.0%
679
+38.0%
0.08%
+27.7%
Q1 2022$133,000
+23.1%
492
+26.2%
0.06%
+27.5%
Q4 2021$108,000
+14.9%
390
+1.3%
0.05%
+4.1%
Q3 2021$94,000
-59.3%
385
-56.6%
0.05%
-61.1%
Q2 2021$231,000
+42.6%
887
+40.8%
0.13%
+29.9%
Q1 2021$162,0006300.10%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
TOBIAS FINANCIAL ADVISORS, INC. 40,982$8,153,0004.47%
Paragon Wealth Strategies, LLC 49,063$9,760,0004.34%
Q3 Asset Management 24,127$4,799,0003.90%
MinichMacGregor Wealth Management, LLC 37,171$7,394,0003.49%
AFFINITY WEALTH MANAGEMENT LLC 48,704$10,063,0002.71%
Migdal Insurance & Financial Holdings Ltd. 471,000$93,696,0001.30%
McGuire Investment Group, LLC 21,949$4,366,0001.30%
Richard Bernstein Advisors LLC 206,310$41,042,0001.15%
Dynamic Advisor Solutions LLC 39,473$7,852,0000.89%
Clarus Wealth Advisors 4,309$869,0000.67%
View complete list of ISHARES TR shareholders